Remote Tax Pro & Virtual Client Advisor

Intuit, Inc.

Newnan (GA)

Remote

USD 30,000 - 39,000

Full time

17 hours ago

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Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely using video tools. You will guide clients through federal and state returns, provide explanations of tax terms, and ensure accuracy while delivering friendly, clear support.

The role requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week. You will use government sites and industry resources to deliver correct answers, document interactions, and contribute to KPI

Qualifications

2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
Active PTIN required.
State licenses/certificates/permits/bonds may be required.
Willing to work a minimum of 20 hours per week.
Willing to reside in the United States and work remotely.
Knowledge of Circular 230 a plus.

Responsibilities

This is a virtual, customer-facing role using video tools to interact with customers.
Provide tax advice, full-service return preparation and signature, and product/software inquiries.
Calculate taxes and explain tax terms in everyday language.
Document customer interactions and escalate issues as needed.
Meet KPI metrics and participate in training and pilot projects.